From the Overview page:

• Click on Analysis. A submenu will appear.
• Click on Financial Statements

 

• Click Add

 

 

• The Add a Financial Statement popup will appear. In the Analysis Type field, select Company.
• In the Template field, select the financial statement template you would like to use. You can use a system created one or a custom template created by a Site Admin.
• In the Company field choose a company. The list of companies here will be populated from the Entities section.
• The prior loans field allows you to import a financial statement you have created for this company before. If you know the loan/project number, you can select it here and the statement will be imported.
• Finally give the statement a description. The system will automatically use the Company name, change it if you wish.
• Review what you have selected then click Save

 

• The statement will load and you will be prompted to Add a Period. Click the Add Period button.

 

 

 

• First, mark if this is going to be a Historical Period, or a Projection. Make your selection using the radio buttons.
• Specify the Period End Date of the Statement using the Period End date field.
• The Period Start field will calculate automatically based on the Period End date and the Months field.
• Use the Description drop down menu to choose the description that fits the statement you are creating the best. 
• The analyst field is automatically filled in with the name of whoever is logged in and creating the statement. You can use the X button to remove the name and add another Analyst’s name to it.
• The Include in Forms and Reports option, if checked, will allow the statement to be included in forms and reports including credit memos. If you do not check this box and you select this statement to be included in a credit memo, the period will not print.
• The Include in Personal Resource Analysis option, if checked, will allow you to use data from the spread in the Personal Resource Analysis section of Ventures.
• If you check the lock option, the period will not be editable. This helps prevent data overwrites.
• Go through and make your selections then click Add

The Add period popup will disappear. You will see the period you have just created listed in the statement.

 

• Now you can add more periods following the steps above, or you can continue with filling in your Period.

For a Company Statement, enter your amount in Thousands.

 

• Any field with a white background for its label allows you to change the label of the field. Simply click in it to make edits.
• Go through the remaining tabs and add any information you need to.
• Click Save. Any unsaved data will change to a black font color, indicating the data has been saved.

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After: